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Advisor at BEYOND FINANCIAL PLANNING, LLC
BETHESDA, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BEYOND FINANCIAL PLANNING, LLC | State registered | Dec 12, 2019 | n/a | yes | BETHESDA, MD | Current employment |
| Farther | Independent wealth | Nov 24, 2025 | Jan 23, 2026 | no | Bethesda, MD|SAN FRANCISCO, CA | Previous registration |
| SB ADVISORY, LLC | Independent wealth | Jul 12, 2016 | Oct 24, 2019 | no | ATLANTA, GA|Olney, MD | Previous registration |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Jan 6, 2015 | Jul 12, 2016 | no | BETHESDA, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Farther | n/a | Jan 23, 2026 | n/a | n/a | Departure no registered destination | Departure |
| SB ADVISORY, LLC | BEYOND FINANCIAL PLANNING, LLC | Oct 24, 2019 | Dec 12, 2019 | 49 | Firm change | Ibd to state RIA |
| EAGLE STRATEGIES LLC | SB ADVISORY, LLC | Jul 12, 2016 | Jul 12, 2016 | 0 | Firm change | Other |